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Financial Advisor Retirement & Wealth Planning

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Mission Fed Credit Union
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 63000 - 77000 USD Yearly USD 63000.00 77000.00 YEAR
Job Description & How to Apply Below
Position: Trusted Financial Advisor for Retirement & Wealth Planning

Mission Federal Credit Union in San Diego, CA is seeking an experienced Financial Advisor to deliver comprehensive planning and personalized investment advice, helping members achieve retirement readiness, wealth accumulation, and insurance solutions. You will build trusted relationships, guide clients through strategies, and expand the client base through proactive outreach and referrals.

Qualifications include at least 3 years in financial advisory, active Series 7 and 66, plus

Consider building your career as a Trusted Financial Advisor for Retirement & Wealth Planning at Mission Fed Credit Union.

We have an opening for a Trusted Financial Advisor for Retirement & Wealth Planning in San Diego, CA, United States within Finance, Sales.

This role, Trusted Financial Advisor for Retirement & Wealth Planning at Mission Fed Credit Union, could be your next career step.

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